See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,963 | $111,724-94.7% | $93,606-93.6% | $145,922-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.44% | 202.98%-188.5pp | 133.20%-118.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $648 | $3,090-79.0% | $2,420-73.2% | $4,660-86.1% |
| Participant deferral / active EE | $1,574 | $4,912-67.9% | $4,411-64.3% | $6,688-76.5% |
| Admin fee / account holder | $502 | $10,250-95.1% | $8,285-93.9% | $13,397-96.3% |